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AA

Ancora Advisors Portfolio holdings

AUM $4.7B
1-Year Est. Return 19.05%
This Fund
S&P 500
This Quarter Est. Return
-0.43%
1 Year Est. Return
+19.05%
3 Year Est. Return
+64.25%
5 Year Est. Return
+78.87%
10 Year Est. Return
+385.89%
AUM
$4.48B
AUM Growth
-$1.07M
Cap. Flow
+$101M
Cap. Flow %
2.25%
Top 10 Hldgs %
28.1%
Holding
2,004
New
121
Increased
451
Reduced
464
Closed
160

Top Buys

Rank Stock Value
1
LKQ icon
LKQ Corp
LKQ
+$106M
2
X
US Steel
X
+$81.7M
3
VEEV icon
Veeva Systems
VEEV
+$27.4M
4
ARCB icon
ArcBest
ARCB
+$16.8M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$13.8M

Top Sells

Rank Stock Value
1
BERY
Berry Global Group, Inc.
BERY
+$68.3M
2
AMZN icon
Amazon
AMZN
+$31.4M
3
META icon
Meta Platforms (Facebook)
META
+$31.2M
4
HLIT icon
Harmonic Inc
HLIT
+$29M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$18.8M

Sector Composition

Rank Sector Weight
1 Industrials 16.95%
2 Technology 11.67%
3 Consumer Discretionary 11.16%
4 Financials 8.5%
5 Healthcare 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EMR icon
476
Emerson Electric
EMR
$83.6B
$560K 0.01%
5,103
+2,712
+113% +$327K
NWBI icon
477
Northwest Bancshares
NWBI
$2.25B
$559K 0.01%
46,508
– –
WDC icon
478
Western Digital
WDC
$172B
$558K 0.01%
13,810
+13,770
+34,425% +$653K
TURN
479
DELISTED
180 Degree Capital
TURN
$552K 0.01%
139,049
– –
VPU
480
Vanguard Utilities ETF
VPU
$8.72B
$552K 0.01%
3,229
– –
ELMD icon
481
Electromed
ELMD
$330M
$551K 0.01%
23,080
-9,230
-29% -$270K
TIP icon
482
iShares TIPS Bond ETF
TIP
$14.5B
$549K 0.01%
4,938
-19
-0.4% -$2.06K
MU icon
483
Micron Technology
MU
$1.02T
$546K 0.01%
6,279
+21
+0.3% +$2.02K
EPM icon
484
Evolution Petroleum
EPM
$129M
$543K 0.01%
104,920
+61,708
+143% +$322K
TSM icon
485
TSMC
TSM
$2.07T
$542K 0.01%
3,264
+197
+6% +$38.3K
MINT icon
486
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.9B
$541K 0.01%
5,380
+2
+0% +$201
ADI icon
487
Analog Devices
ADI
$181B
$541K 0.01%
2,683
-26
-1% -$5.62K
BF.B icon
488
Brown-Forman Class B
BF.B
$12.6B
$540K 0.01%
15,923
+9,273
+139% +$313K
ASYS icon
489
Amtech Systems
ASYS
$269M
$536K 0.01%
111,022
+407
+0.4% +$2.1K
CVS icon
490
CVS Health
CVS
$137B
$536K 0.01%
7,913
-1,215
-13% -$72.7K
VXUS icon
491
Vanguard Total International Stock ETF
VXUS
$153B
$530K 0.01%
8,538
+3,930
+85% +$243K
NEM icon
492
Newmont
NEM
$98.5B
$527K 0.01%
10,926
-1,047
-9% -$46K
SNDK
493
Sandisk
SNDK
$189B
$524K 0.01%
+11,003
New +$547K
DON icon
494
WisdomTree US MidCap Dividend Fund
DON
$4.05B
$522K 0.01%
10,545
– –
EEM icon
495
iShares MSCI Emerging Markets ETF
EEM
$28.6B
$518K 0.01%
11,862
+156
+1% +$6.78K
FALN icon
496
iShares Fallen Angels USD Bond ETF
FALN
$1.63B
$518K 0.01%
19,343
– –
ESGU icon
497
iShares ESG Aware MSCI USA ETF
ESGU
$17.7B
$518K 0.01%
4,247
-27
-0.6% -$3.48K
VYMI icon
498
Vanguard International High Dividend Yield ETF
VYMI
$20.3B
$515K 0.01%
6,989
– –
GLDM icon
499
SPDR Gold MiniShares Trust
GLDM
$27.8B
$507K 0.01%
8,188
+6,671
+440% +$379K
G icon
500
Genpact
G
$5.45B
$505K 0.01%
10,025
– –
18 19
20
21 22

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GCM
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CCWM
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GCL
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KCM
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SCB
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EI
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Ancora Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, Ancora Advisors held 2,004 positions worth $4.48B, down 0.02% from $4.48B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Ancora Advisors's Q1 2025 filing shows 121 new, 451 increased, 464 reduced and 160 closed positions. Its largest new stake was Smithfield Foods: 276,870 shares worth $5.65M. The largest sale was Berry Global Group, Inc., an estimated $68.3M.

By sector, the portfolio is most concentrated in Industrials at 17% of assets, up from 17% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Ancora Advisors's largest Q1 2025 buy was Smithfield Foods: 276,870 shares worth $5.65M.
  • Ancora Advisors added most to LKQ Corp in Q1 2025, an estimated $106M increase.
  • Ancora Advisors's biggest Q1 2025 reduction was Berry Global Group, Inc., cutting an estimated $68.3M.
  • Ancora Advisors fully exited Helix Energy Solutions in Q1 2025, selling an estimated $4.91M.
  • Ancora Advisors's ten largest holdings make up 28% of its $4.48B portfolio in Q1 2025.
  • Ancora Advisors opened 121 new positions and closed 160 in Q1 2025.
  • Ancora Advisors's portfolio value fell 0.02% quarter-over-quarter to $4.48B.

Based on Ancora Advisors's 13F filing for Q1 2025, filed 15 May 2025.